Branch Teller II

Logix Federal Credit Union•Westlake Village, CA

1d•Onsite

About The Position

If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you. Come be part of something amazing where your contributions truly matter. If you have a passion for supporting our members in-person, helping people achieve their financial goals, we’re looking for you! As a Branch Teller, you'll be trusted to support our members, with achievable goals to guide you and opportunities to grow within the credit union. The Branch Teller II is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, transfers, payments and other related transactions. Delivering member delight by addressing member concerns and questions and Identifying opportunities for cross-selling services and products. Also generates referrals to business partners accordingly while adhering to all credit union policies and procedures and ensuring the security of all transaction and member information.

Requirements

High School or GED
INTERNAL CANDIDATE- Minimum 6 months of banking teller experience
EXTERNAL CANDIDATE - Minimum 18 months of banking teller experience or combination of 12 months Retail Banking Operations plus 6 months cash handling or customer service experience
Must have a thorough working knowledge of basic and complex teller transactions including relevant regulations and compliance activities.
Must have working knowledge of credit union products and services, documents, reports, policies and procedures.
Abilit to successfully pass all required compliance exams.
Most recent performance review score must be meets or exceeds and no disciplinary actions within the past six months.
Must have a working knowledge of the Microsoft suite of office products and the ability to use general office equipment.
Must have experience using the Symitar Data system or other similar banking system.

Nice To Haves

Financial Service Representative (FSR) trained and certified with six month of employment

Responsibilities

Processes member transactions efficiently, accurately, and in a timely manner such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, cash advances, stop payments, address changes, wire transfers, etc.
Provides timely and courteous service to all members such as servicing accounts, closing accounts, or completing related documentation, issuing/re-pinning cards, adding/updating joint owners/beneficiaries etc.
Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services and referring members to the appropriate business partners.
Responds to member inquiries in person, by telephone, or by mail. Resolves routine issues and directs complex issues to the appropriate management staff member.
Participates in all assigned employee development programs in support of the Credit Union's commitment to excellence in sales and service, continuous improvement, quality, and teamwork.
Balances daily work and may assist with the daily branch balancing including the accurate completion of all related documents (bank deposit forms, cash shipment forms, etc.).
May be assigned ATM balancing duties, including deposit posting, removal of holds, adjustment transactions and related notifications to CO-OP member credit unions.
Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures.
Performs routine office and clerical duties such as: requisitioning supplies, maintaining accurate and current files.
Maintains cash drawer in accordance with assigned cash limits and policy and procedures.
Financial Service Representative (FSR) trained and certified with six month of employment and provides coverage for the FSR concierge station as needed.
Must consistently report to work on time, as scheduled.
Other duties may be assigned.
Must be flexible to work out of any location at any time, as business needs dictate.